Prospect intelligence for financial advisors

Know exactly what will close each prospect.

Winslow uncovers what a prospect won't say out loud. The real reason they took the call, what they're actually afraid of, and what it will truly take to win them. Then hands you the exact way to win them.

Free for 7 days, then $99 a month. Cancel anytime.

Demo · One call becomes a profile of your prospectWatch a discovery call reveal what type of buyer they are, and exactly how to close them.

Built on the calls you already record. Nothing new to learn.

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You know the feeling

Every advisor knows the moment a good call goes quiet.

The prospect who leaned in suddenly needs to think about it. The truth is you were reading them in real time, guessing what they actually wanted. And you guessed wrong.

Two prospects need two completely different conversations, and you give them the same one.

You sense what matters to them halfway through, when the moment to use it has already passed.

Across town, an advisor who simply understood the person better just won the client you were perfect for.

It was never the prospect. You just couldn't see what was really driving them. Now you can.

Not another recorder

A recorder remembers the call. Winslow reads the prospect.

Keep Fathom, Zoom, or Otter. Winslow plugs in and turns those recordings into a read on every prospect and the exact way to close them.

What it doesYour recorderWinslow
Records and transcribes the call
Summarizes what was said
Profiles what type of buyer each prospect is
Tells you what truly drives their decision
Hands you the exact way to close this person
Writes your next call in your voice
Answers the objection before it lands
A coach that has read every prospect you've met
How it works

Five minutes to set up. Then you never guess what a prospect wants again.

1

Connect your calls

Link the recorder you already use, or upload a call. Tell Winslow how you sell. Done.

2

Winslow reads the prospect

From every call it builds a profile of the person: how they think, what they fear, and what will actually move them to yes.

3

You get the way in

The exact approach for this prospect, the words that land with them, and the objections answered the way they need to hear it.

What you get

The advisor who understands the prospect wins. Now that's you.

Prospect intelligence

Know who you're really talking to

Winslow builds a profile of every prospect from your calls: what type of buyer they are, what drives their decision, what they quietly fear, and what to avoid. The read a 20 year veteran would have, on someone you just met.

Stop guessing what they want. Know it.

Prospect Profile · Carolyn R.

Security driven
Drives the decisionCertainty, fear of running out
Closes onGuaranteed income, peace of mind
AvoidMarket jargon, aggressive growth talk
"I just need to know I won't run out."
Speak their language

Meet every prospect the way they need to be met

Winslow reads how each prospect communicates and shows you how to match them: the pace, the tone, the words and the angle that actually land with this person. The analytical one wants the numbers, fast. The worrier needs to feel safe first. You come across as the advisor who simply gets them, never scripted, never pushy.

You finally speak their language.

How to meet Carolyn

PaceUnhurried, reassuring
ToneWarm, certain
Lead withSafety, not returns
"I just need to know I won't run out."
The way in

Your next call, written for this exact prospect

Winslow drafts the plan for the conversation: how to open, what to dig deeper into, how to present the proposal, and how to move them to a yes. Matched to how they buy, built from your last call and your own best lines. It sounds like you, only sharper.

Never wing a call again.

Close call · written for a security driven buyer

Open on what she fears

"Last time you said you just need to know you won't run out…"

Lead with certainty, not growth

Frame the plan around guaranteed income first.

Ask for the decision

"Does it feel good to lock this in before year end?"

Objections

Have the answer before the question lands

Winslow builds your objection playbook from your own best calls, in your own words, and frames each one the way this prospect needs to hear it. So "what are your fees?" stops being where you lose and becomes where you win.

Calm where you used to freeze.

Objection · framed for this prospect

"Honestly, your fees sound a little high."

She buys on safety, so anchor to protection: "Fair to ask. Think of it as what keeps the plan from breaking when the market drops. Want to see what that protection looks like for you?"

Always in your corner

A coach that knows your prospects and your style

Winslow learns how you sell, what lands for you, and adapts to it, so everything it gives you sounds like you on your best day, never a robotic script like every other tool. Ask how to handle tomorrow's meeting and get an answer drawn from that prospect and every call before it. Add a team, and everyone holds the same standard.

Natural, never robotic. The sales mind you could never hire.

How do I handle my call with John tomorrow?

John is analytical and skeptical, the opposite of Carolyn. Lead with the numbers, not the story. Send the data ahead of time. Here are 3 lines that landed with buyers like him…

Two advisors get the same prospect.

The one who understands them wins.

Winslow makes sure that's always you.

Why we built Winslow
Joe Riley
"I've spent years getting financial advisors in front of more prospects. The meeting was never the hard part. Deals died because we were guessing what the person across the table actually wanted. Winslow fixes that. It reads every prospect, what drives them, what they fear, how they decide, and hands you the exact way to win them. The advisor who understands the prospect wins. Winslow makes sure that's always you."

Joe Riley · Founder, Amplified Advisors

100+

advisor sales processes studied to build Winslow

Every prospect

profiled and understood, not just transcribed

5 min

to connect and read your very first call

Access

The easiest call you'll make all year.

What is the cost of losing more qualified prospects?

7 day free trial
$99/mo

1,000 analysis credits included every month

  • A profile of every prospect: type, drivers, and fears
  • The exact way to close each specific person
  • Their pain points, in their exact words
  • Tailored scripts and objection handling in your voice
  • Every call scored, with the why behind it
  • An AI coach trained on you and your prospects
  • Works with Fathom, Zoom, Otter and more. Solo or team.
Get access instantly

Free for 7 days. Cancel anytime.

Questions

Everything you're probably wondering

From your call transcripts. Winslow analyzes how the prospect talks, what they react to, and what they keep coming back to, then builds a profile of their type, their motivators, their fears, and how they make decisions. The more calls it reads, the sharper the read gets.

Stop guessing what your prospects want.

Winslow reads every prospect and hands you the exact way to close them. Your first 7 days are on us.

Start your 7 day free trial

The advisors who get it already stopped guessing.